View ValuationSkylark Holdings 향후 성장Future 기준 점검 2/6Skylark Holdings (는) 각각 연간 10.1% 및 5.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.2% 로 예상됩니다.핵심 정보10.1%이익 성장률10.05%EPS 성장률Hospitality 이익 성장13.3%매출 성장률5.7%향후 자기자본이익률11.21%애널리스트 커버리지Low마지막 업데이트18 Aug 2026최근 향후 성장 업데이트Price Target Changed • May 20Price target decreased by 7.2% to JP¥2,900Down from JP¥3,125, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,860. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of JP¥87.05 for next year compared to JP¥73.62 last year.Price Target Changed • Mar 18Price target increased by 7.8% to JP¥3,125Up from JP¥2,900, the current price target is an average from 4 analysts. New target price is 8.3% below last closing price of JP¥3,406. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥88.14 for next year compared to JP¥73.62 last year.Price Target Changed • Jan 23Price target increased by 12% to JP¥2,900Up from JP¥2,593, the current price target is an average from 4 analysts. New target price is 12% below last closing price of JP¥3,308. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥76.71 for next year compared to JP¥61.38 last year.분석 기사 • Nov 16Skylark Holdings Co., Ltd. Just Beat EPS By 27%: Here's What Analysts Think Will Happen NextInvestors in Skylark Holdings Co., Ltd. ( TSE:3197 ) had a good week, as its shares rose 10.0% to close at JP¥3,225...Price Target Changed • Feb 19Price target increased by 9.0% to JP¥2,113Up from JP¥1,938, the current price target is an average from 4 analysts. New target price is 16% below last closing price of JP¥2,520. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥63.39 for next year compared to JP¥61.38 last year.분석 기사 • Nov 17Skylark Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsSkylark Holdings Co., Ltd. ( TSE:3197 ) shareholders are probably feeling a little disappointed, since its shares fell...모든 업데이트 보기Recent updatesReported Earnings • Aug 14First half 2026 earnings: EPS and revenues exceed analyst expectationsFirst half 2026 results: EPS: JP¥44.77 (up from JP¥34.64 in 1H 2025). Revenue: JP¥242.5b (up 9.7% from 1H 2025). Net income: JP¥10.2b (up 29% from 1H 2025). Profit margin: 4.2% (up from 3.6% in 1H 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공고 • Jun 04Skylark Holdings Co., Ltd. to Report Q2, 2026 Results on Aug 13, 2026Skylark Holdings Co., Ltd. announced that they will report Q2, 2026 results on Aug 13, 2026분석 기사 • May 22The Strong Earnings Posted By Skylark Holdings (TSE:3197) Are A Good Indication Of The Strength Of The BusinessSkylark Holdings Co., Ltd.'s ( TSE:3197 ) earnings announcement last week was disappointing for investors, despite the...Price Target Changed • May 20Price target decreased by 7.2% to JP¥2,900Down from JP¥3,125, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,860. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of JP¥87.05 for next year compared to JP¥73.62 last year.Reported Earnings • May 14First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥24.29 (up from JP¥19.17 in 1Q 2025). Revenue: JP¥121.3b (up 8.6% from 1Q 2025). Net income: JP¥5.52b (up 27% from 1Q 2025). Profit margin: 4.6% (up from 3.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공고 • Apr 28Skylark Holdings Co., Ltd. to Report Q1, 2026 Results on May 13, 2026Skylark Holdings Co., Ltd. announced that they will report Q1, 2026 results on May 13, 2026Declared Dividend • Apr 11Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 12%.공고 • Mar 26Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Irohanihoheto, K.K. from J-Star No. 3 Investment Limited Partnership, J-Star No.3 Jf, LP, J-Star No.3 Jc, LP, J-Star No.3 Gf, LP managed by J-STAR Co., Ltd. and others for ¥11 billion.Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Irohanihoheto, K.K. from J-Star No. 3 Investment Limited Partnership, J-Star No.3 Jf, LP, J-Star No.3 Jc, LP, J-Star No.3 Gf, LP managed by J-STAR Co., Ltd. and others for ¥11 billion on March 24, 2026. A cash consideration of ¥11.04 billion will be paid by Skylark Holdings Co., Ltd. For the period ending October 31, 2025, Irohanihoheto, K.K. reported total revenue of ¥6.45 billion, EBIT of ¥76 million and EBITDA of ¥366 million. As of October 31, 2025, Irohanihoheto, K.K. reported total assets of ¥4.93 billion and total common equity of ¥1.43 billion. The expected completion of the transaction is April 30, 2026.Price Target Changed • Mar 18Price target increased by 7.8% to JP¥3,125Up from JP¥2,900, the current price target is an average from 4 analysts. New target price is 8.3% below last closing price of JP¥3,406. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥88.14 for next year compared to JP¥73.62 last year.Reported Earnings • Feb 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥73.62 (up from JP¥61.38 in FY 2024). Revenue: JP¥457.8b (up 14% from FY 2024). Net income: JP¥16.7b (up 20% from FY 2024). Profit margin: 3.7% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.공고 • Feb 13+ 3 more updatesSkylark Holdings Co., Ltd., Annual General Meeting, Mar 27, 2026Skylark Holdings Co., Ltd., Annual General Meeting, Mar 27, 2026.Price Target Changed • Jan 23Price target increased by 12% to JP¥2,900Up from JP¥2,593, the current price target is an average from 4 analysts. New target price is 12% below last closing price of JP¥3,308. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥76.71 for next year compared to JP¥61.38 last year.분석 기사 • Jan 20Skylark Holdings (TSE:3197) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...공고 • Jan 15Skylark Holdings Co., Ltd. Announces Executive Changes, Effective March 27, 2026Skylark Holdings Co., Ltd. announced that Minoru Kanaya, who will retire as President and Chief Operating Officerand is expected to be appointed as an Advisor to the company.분석 기사 • Jan 02We Think Skylark Holdings (TSE:3197) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Buy Or Sell Opportunity • Dec 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥3,505. The fair value is estimated to be JP¥2,900, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.공고 • Dec 03Skylark Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026Skylark Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026Buy Or Sell Opportunity • Nov 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥3,597. The fair value is estimated to be JP¥2,969, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.분석 기사 • Nov 20Skylark Holdings' (TSE:3197) Earnings May Just Be The Starting PointSkylark Holdings Co., Ltd. ( TSE:3197 ) recently posted some strong earnings, and the market responded positively. We...분석 기사 • Nov 16Skylark Holdings Co., Ltd. Just Beat EPS By 27%: Here's What Analysts Think Will Happen NextInvestors in Skylark Holdings Co., Ltd. ( TSE:3197 ) had a good week, as its shares rose 10.0% to close at JP¥3,225...분석 기사 • Nov 15Skylark Holdings Co., Ltd.'s (TSE:3197) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...Reported Earnings • Nov 15Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥25.64 (up from JP¥18.29 in 3Q 2024). Revenue: JP¥118.7b (up 15% from 3Q 2024). Net income: JP¥5.83b (up 40% from 3Q 2024). Profit margin: 4.9% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.분석 기사 • Oct 28Estimating The Fair Value Of Skylark Holdings Co., Ltd. (TSE:3197)Key Insights Skylark Holdings' estimated fair value is JP¥2,868 based on 2 Stage Free Cash Flow to Equity Skylark...분석 기사 • Sep 19These 4 Measures Indicate That Skylark Holdings (TSE:3197) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Declared Dividend • Sep 19First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th December 2025 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 9%.Board Change • Sep 18High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Executive Director, CFO & MD of the Finance Division Yoshiaki Kita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Aug 22Skylark Holdings Co., Ltd. Announces Personnel Changes, Effective September 1, 2025Skylark Holdings Co., Ltd. announced the appointment of Koji Okui as the Executive Officer, Managing Director of the Supply Chain Purchasing Division, effective September 1, 2025. Koji Okui was previously the Deputy Managing Director of the Supply Chain Purchasing Division.공고 • Jun 20+ 1 more updateSkylark Holdings Co., Ltd. Announces Organizational ChangeSkylark Holdings Co., Ltd. announced it is consolidating the Human Capital Management Division and the Administrative Division to establish a new Human Capital & General Affairs Division.분석 기사 • Jun 10Skylark Holdings Co., Ltd.'s (TSE:3197) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 48.4x Skylark Holdings Co., Ltd. ( TSE:3197 ) may be sending very bearish...Reported Earnings • May 20First quarter 2025 earnings released: EPS: JP¥19.17 (vs JP¥15.04 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.17 (up from JP¥15.04 in 1Q 2024). Revenue: JP¥111.7b (up 17% from 1Q 2024). Net income: JP¥4.36b (up 28% from 1Q 2024). Profit margin: 3.9% (up from 3.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.분석 기사 • May 11Is Skylark Holdings Co., Ltd. (TSE:3197) Worth JP¥3.0k Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Skylark Holdings fair value estimate is JP¥2,263 Current share...Declared Dividend • Apr 11Final dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 27th June 2025 Payment date: 1st January 1970 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 31%. Cash payout ratio: 9%.Reported Earnings • Apr 05Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥61.38 (up from JP¥21.02 in FY 2023). Revenue: JP¥401.1b (up 13% from FY 2023). Net income: JP¥14.0b (up 192% from FY 2023). Profit margin: 3.5% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 03Skylark Holdings (TSE:3197) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Board Change • Apr 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. MD of Marketing Division & Director Akira Hirano was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Mar 21Skylark Holdings Co., Ltd. Announces Executive Change, Effective April 1, 2025Skylark Holdings Co., Ltd. announced that the Company has decided to make the following organizational change and personnel changes, effective April 1, 2025. Details of the organizational change: Integrate the Corporate Planning Office into the Finance Division. Personnel changes effective April 1, 2025: Name: Minoru Kanaya, New Position: President and COO, and Current Position: President and COO, Managing Director of the Finance Division. Name: Yoshiaki Kita, New Position: Executive Director and Managing Director of the Finance Division. Name: Takuya Aizawa, New Position: Executive Officer and Deputy Managing Director of the Finance Division and Current Position: Executive Officer and Managing Director of the Corporate Planning Office.분석 기사 • Mar 16Is Skylark Holdings (TSE:3197) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공고 • Mar 07+ 2 more updatesSkylark Holdings Co., Ltd. to Report Q2, 2025 Results on Aug 14, 2025Skylark Holdings Co., Ltd. announced that they will report Q2, 2025 results on Aug 14, 2025분석 기사 • Feb 26Shareholders Will Be Pleased With The Quality of Skylark Holdings' (TSE:3197) EarningsThe subdued stock price reaction suggests that Skylark Holdings Co., Ltd.'s ( TSE:3197 ) strong earnings didn't offer...Price Target Changed • Feb 19Price target increased by 9.0% to JP¥2,113Up from JP¥1,938, the current price target is an average from 4 analysts. New target price is 16% below last closing price of JP¥2,520. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥63.39 for next year compared to JP¥61.38 last year.New Risk • Feb 15New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 15Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥61.38 (up from JP¥21.02 in FY 2023). Revenue: JP¥401.1b (up 13% from FY 2023). Net income: JP¥14.0b (up 192% from FY 2023). Profit margin: 3.5% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.공고 • Feb 13Skylark Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025Skylark Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025.분석 기사 • Jan 30Calculating The Intrinsic Value Of Skylark Holdings Co., Ltd. (TSE:3197)Key Insights Using the 2 Stage Free Cash Flow to Equity, Skylark Holdings fair value estimate is JP¥2,933 Current share...Buy Or Sell Opportunity • Jan 17Now 21% undervaluedOver the last 90 days, the stock has risen 2.4% to JP¥2,348. The fair value is estimated to be JP¥2,970, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.공고 • Jan 10Skylark Holdings Co., Ltd. (TSE:3197) completed the acquisition of Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD.Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. on December 12, 2024. The expected completion of the transaction is in January 2025. Skylark Holdings Co., Ltd. (TSE:3197) completed the acquisition of Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. on January 10, 2025.Upcoming Dividend • Dec 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 13 March 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.8%).공고 • Dec 18Skylark Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Feb 13, 2025Skylark Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Feb 13, 2025공고 • Dec 13Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD.Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. on December 12, 2024. The expected completion of the transaction is in January 2025.분석 기사 • Dec 04With Skylark Holdings Co., Ltd. (TSE:3197) It Looks Like You'll Get What You Pay ForWith a price-to-earnings (or "P/E") ratio of 50.9x Skylark Holdings Co., Ltd. ( TSE:3197 ) may be sending very bearish...분석 기사 • Nov 17Skylark Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsSkylark Holdings Co., Ltd. ( TSE:3197 ) shareholders are probably feeling a little disappointed, since its shares fell...Reported Earnings • Nov 15Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥18.29 (up from JP¥17.51 in 3Q 2023). Revenue: JP¥103.2b (up 10% from 3Q 2023). Net income: JP¥4.16b (up 4.5% from 3Q 2023). Profit margin: 4.0% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.분석 기사 • Oct 29Here's Why Skylark Holdings (TSE:3197) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Oct 09Returns On Capital At Skylark Holdings (TSE:3197) Have Hit The BrakesTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...공고 • Aug 28Skylark Holdings Co., Ltd. to Report Q3, 2024 Results on Nov 13, 2024Skylark Holdings Co., Ltd. announced that they will report Q3, 2024 results on Nov 13, 2024분석 기사 • Aug 27Shareholders Will Be Pleased With The Quality of Skylark Holdings' (TSE:3197) EarningsSkylark Holdings Co., Ltd. ( TSE:3197 ) recently posted some strong earnings, and the market responded positively. We...New Risk • Aug 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 17Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥12.63 (up from JP¥5.31 in 2Q 2023). Revenue: JP¥95.9b (up 13% from 2Q 2023). Net income: JP¥2.87b (up 138% from 2Q 2023). Profit margin: 3.0% (up from 1.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.Declared Dividend • Aug 16Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th December 2024 Payment date: 13th March 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 4%.Major Estimate Revision • Aug 15Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥383.6b to JP¥389.5b. EPS estimate increased from JP¥44.83 to JP¥52.73 per share. Net income forecast to grow 39% next year vs 16% growth forecast for Hospitality industry in Japan. Consensus price target broadly unchanged at JP¥2,000. Share price rose 7.0% to JP¥2,129 over the past week.공고 • Aug 14+ 1 more updateSkylark Holdings Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Skylark Holdings Co., Ltd. revised earnings guidance for the fiscal year ending December 31, 2024. For the year, the expects revenue of JPY 395,000 million, Operating Income: 24,000 million. Net income attributable to owners of the parent company: 13,000 million. Basic earnings per share: 57.14 per share compared to previous guidance of revenue of JPY 375,000 million, Operating Income: 15,000 million. Net income attributable to owners of the parent company: 7,500 million. Basic earnings per share: 32.97 per share a year ago. Reasons for the revision: During the six-month period ended June 30, 2024, revenue, business profit, operating profit, income before income taxes and net income trended above previous forecast levels mainly due to the following reasons: consumption in restaurants were still strong one-year after COVID-19 was classified as a Category V Infectious Disease in the Infectious Diseases Control Law on May 8 of the previous year; the impact of price-hikes implemented in the major brands in April exceeded the expectations; and per-store sales were increased by improving table turnover rate through allocating more store employees on weekends and public holidays. In light of this trend, the Company has revised the previously announced consolidated financial forecast for the fiscal year ending December 31, 2024 upwards.분석 기사 • Jul 19Calculating The Intrinsic Value Of Skylark Holdings Co., Ltd. (TSE:3197)Key Insights Using the 2 Stage Free Cash Flow to Equity, Skylark Holdings fair value estimate is JP¥2,446 With JP¥2,067...분석 기사 • Jun 25Skylark Holdings (TSE:3197) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...공고 • Jun 08Skylark Holdings Co., Ltd. to Report Q2, 2024 Results on Aug 14, 2024Skylark Holdings Co., Ltd. announced that they will report Q2, 2024 results on Aug 14, 2024분석 기사 • Jun 08Does Skylark Holdings (TSE:3197) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • May 18First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥15.04 (up from JP¥2.91 loss in 1Q 2023). Revenue: JP¥95.6b (up 13% from 1Q 2023). Net income: JP¥3.42b (up JP¥4.08b from 1Q 2023). Profit margin: 3.6% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공고 • May 17Skylark Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024Skylark Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the year, the company expects revenue of JPY 375,000 million, operating profit of JPY 15,000 million, net income attributable to owners of the company of JPY 7,500 million and basic earnings per share of JPY 32.97.분석 기사 • Apr 21Skylark Holdings Co., Ltd.'s (TSE:3197) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Skylark Holdings Co., Ltd.'s ( TSE:3197 ) price-to-sales (or "P/S") ratio of 1.4x right...분석 기사 • Mar 15Skylark Holdings (TSE:3197) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...공고 • Feb 24Skylark Holdings Co., Ltd. to Report Q1, 2024 Results on May 15, 2024Skylark Holdings Co., Ltd. announced that they will report Q1, 2024 results on May 15, 2024New Risk • Feb 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Large one-off items impacting financial results.Buy Or Sell Opportunity • Feb 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to JP¥2,125. The fair value is estimated to be JP¥2,743, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.공고 • Feb 14+ 1 more updateSkylark Holdings Co., Ltd. Announces Dividend for the Year Ending December 31, 2023, Payable on March 13, 2024; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2024Skylark Co., Ltd. announced that at the Board of Directors Meeting held on February 14, 2024, the Company reached a resolution on the payment of dividends of JPY 7.00 per share compared to the previous guidance of JPY 6.00 per share, with December 31, 2023 as the record date. Effective date is March 13, 2024.The company also provided dividend guidance of JPY 10.00 per share for the fiscal year ending December 31, 2024, against JPY 7.00 per share paid for the same time period a year ago.공고 • Dec 05Skylark Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Skylark Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024Reported Earnings • Nov 11Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥17.51 (up from JP¥8.07 loss in 3Q 2022). Revenue: JP¥93.8b (up 17% from 3Q 2022). Net income: JP¥3.98b (up JP¥5.82b from 3Q 2022). Profit margin: 4.2% (up from net loss in 3Q 2022). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 90%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.New Risk • Nov 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Large one-off items impacting financial results.공고 • Nov 11Skylark Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023Skylark Holdings Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expects to pay dividend of JPY 6.00 per share against JPY 0.00 per share paid a year ago.Price Target Changed • Nov 01Price target increased by 18% to JP¥1,770Up from JP¥1,505, the current price target is an average from 4 analysts. New target price is 23% below last closing price of JP¥2,313. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥19.61 next year compared to a net loss per share of JP¥28.00 last year.공고 • Aug 31Skylark Holdings Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Skylark Holdings Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023Price Target Changed • Aug 17Price target increased by 11% to JP¥1,480Up from JP¥1,333, the current price target is an average from 4 analysts. New target price is 27% below last closing price of JP¥2,041. Stock is up 34% over the past year. The company is forecast to post earnings per share of JP¥18.03 next year compared to a net loss per share of JP¥28.00 last year.Reported Earnings • Aug 11Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥5.32 (up from JP¥10.17 loss in 2Q 2022). Revenue: JP¥85.2b (up 14% from 2Q 2022). Net income: JP¥1.21b (up JP¥3.52b from 2Q 2022). Profit margin: 1.4% (up from net loss in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공고 • Aug 10+ 1 more updateSkylark Holdings Co., Ltd. Revises Dividend Guidance for the Year Ending December 31, 2023Skylark Holdings Co., Ltd. revised dividend guidance of JPY 6.00 per share for the year ending December 31, 2023 compared to JPY 3.00 per share previously announced guidance.공고 • Jun 01Skylark Holdings Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Skylark Holdings Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023공고 • May 17+ 1 more updateSkylark Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2023Skylark Holdings Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2023. For the year, the company expected revenue of JPY 355,000 million, Operating profit of JPY 6,000 million, Net income attributable to owners of the Company of JPY 1,000 million and Basic earnings per share of JPY 4.40.Reported Earnings • May 16First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: JP¥2.90 loss per share (further deteriorated from JP¥2.05 loss in 1Q 2022). Revenue: JP¥84.6b (up 26% from 1Q 2022). Net loss: JP¥661.0m (loss widened 42% from 1Q 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공고 • Feb 15Skylark Holdings Co., Ltd. Provides Dividend Guidance for the Year Ending December 31, 2023Skylark Holdings Co., Ltd. provided dividend guidance for the year ending December 31, 2023. For the year, the company expects to pay a dividend of JPY 3.00 per share.Reported Earnings • Feb 15Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: JP¥28.00 loss per share (down from JP¥40.77 profit in FY 2021). Revenue: JP¥303.7b (up 15% from FY 2021). Net loss: JP¥6.37b (down 173% from profit in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공고 • Feb 14Skylark Holdings Co., Ltd., Annual General Meeting, Mar 30, 2023Skylark Holdings Co., Ltd., Annual General Meeting, Mar 30, 2023.Major Estimate Revision • Jan 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -JP¥12.95 to -JP¥22.62 per share. Revenue forecast of JP¥305.3b unchanged since last update. Hospitality industry in Japan expected to see average net income growth of 8.0% next year. Consensus price target of JP¥1,253 unchanged from last update. Share price was steady at JP¥1,511 over the past week.이익 및 매출 성장 예측TSE:3197 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028554,45624,96850,34872,866512/31/2027527,47823,02148,76470,797512/31/2026499,42821,46846,96268,49346/30/2026479,27619,04848,43177,769N/A3/31/2026467,35317,47852,14678,968N/A12/31/2025457,79416,74849,71474,495N/A9/30/2025446,08717,22349,02471,177N/A6/30/2025430,66915,55248,40367,233N/A3/31/2025417,22014,90548,60766,964N/A12/31/2024401,13013,96550,87667,923N/A9/30/2024385,94810,70451,92767,859N/A6/30/2024376,47810,52654,10169,679N/A3/31/2024365,8438,86358,27472,731N/A12/31/2023354,8314,78155,87070,717N/A9/30/2023345,4032,77849,24465,817N/A6/30/2023331,901-3,04239,32154,755N/A3/31/2023321,136-6,56536,61852,250N/A12/31/2022303,705-6,37129,92845,716N/A9/30/2022296,8741,75548,82262,107N/A6/30/2022279,5086,46747,22859,790N/A3/31/2022266,87510,16340,48253,468N/A12/31/2021264,5708,74236,83050,065N/A9/30/2021264,437-21924,01536,170N/A6/30/2021276,0231,20931,82444,064N/A3/31/2021266,527-19,35016,79431,973N/A12/31/2020288,434-17,21420,95436,724N/A9/30/2020303,668-15,64918,77937,482N/A6/30/2020326,975-14,79916,67636,949N/A3/31/2020368,2517,027N/A55,334N/A12/31/2019375,3949,487N/A67,825N/A9/30/2019375,68212,359N/A57,047N/A6/30/2019374,35111,742N/A50,875N/A3/31/2019370,13711,342N/A40,775N/A12/31/2018366,36011,438N/A31,571N/A9/30/2018365,05112,456N/A33,117N/A6/30/2018362,75714,207N/A35,848N/A3/31/2018361,42016,009N/A36,858N/A12/31/2017359,44516,926N/A31,510N/A9/30/2017360,12418,494N/A37,261N/A6/30/2017357,69718,282N/A36,723N/A3/31/2017355,67818,618N/A36,723N/A12/31/2016354,51318,213N/A36,029N/A9/30/2016351,43616,887N/A33,774N/A6/30/2016351,45216,247N/A32,282N/A3/31/2016351,91214,862N/A29,553N/A12/31/2015351,14615,109N/A32,842N/A9/30/2015349,17314,463N/A32,197N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3197 의 연간 예상 수익 증가율(10.1%)이 saving rate(0.9%)보다 높습니다.수익 vs 시장: 3197 의 연간 수익(10.1%)이 JP 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 3197 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3197 의 수익(연간 5.7%)이 JP 시장(연간 6.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3197 의 수익(연간 5.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3197의 자본 수익률은 3년 후 11.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/19 18:26종가2026/08/19 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Skylark Holdings Co., Ltd.는 11명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hidehiko AokiBofA Global ResearchJunichi ShimizuDeutsche BankSho KawanoGoldman Sachs8명의 분석가 더 보기
Price Target Changed • May 20Price target decreased by 7.2% to JP¥2,900Down from JP¥3,125, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,860. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of JP¥87.05 for next year compared to JP¥73.62 last year.
Price Target Changed • Mar 18Price target increased by 7.8% to JP¥3,125Up from JP¥2,900, the current price target is an average from 4 analysts. New target price is 8.3% below last closing price of JP¥3,406. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥88.14 for next year compared to JP¥73.62 last year.
Price Target Changed • Jan 23Price target increased by 12% to JP¥2,900Up from JP¥2,593, the current price target is an average from 4 analysts. New target price is 12% below last closing price of JP¥3,308. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥76.71 for next year compared to JP¥61.38 last year.
분석 기사 • Nov 16Skylark Holdings Co., Ltd. Just Beat EPS By 27%: Here's What Analysts Think Will Happen NextInvestors in Skylark Holdings Co., Ltd. ( TSE:3197 ) had a good week, as its shares rose 10.0% to close at JP¥3,225...
Price Target Changed • Feb 19Price target increased by 9.0% to JP¥2,113Up from JP¥1,938, the current price target is an average from 4 analysts. New target price is 16% below last closing price of JP¥2,520. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥63.39 for next year compared to JP¥61.38 last year.
분석 기사 • Nov 17Skylark Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsSkylark Holdings Co., Ltd. ( TSE:3197 ) shareholders are probably feeling a little disappointed, since its shares fell...
Reported Earnings • Aug 14First half 2026 earnings: EPS and revenues exceed analyst expectationsFirst half 2026 results: EPS: JP¥44.77 (up from JP¥34.64 in 1H 2025). Revenue: JP¥242.5b (up 9.7% from 1H 2025). Net income: JP¥10.2b (up 29% from 1H 2025). Profit margin: 4.2% (up from 3.6% in 1H 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공고 • Jun 04Skylark Holdings Co., Ltd. to Report Q2, 2026 Results on Aug 13, 2026Skylark Holdings Co., Ltd. announced that they will report Q2, 2026 results on Aug 13, 2026
분석 기사 • May 22The Strong Earnings Posted By Skylark Holdings (TSE:3197) Are A Good Indication Of The Strength Of The BusinessSkylark Holdings Co., Ltd.'s ( TSE:3197 ) earnings announcement last week was disappointing for investors, despite the...
Price Target Changed • May 20Price target decreased by 7.2% to JP¥2,900Down from JP¥3,125, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,860. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of JP¥87.05 for next year compared to JP¥73.62 last year.
Reported Earnings • May 14First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥24.29 (up from JP¥19.17 in 1Q 2025). Revenue: JP¥121.3b (up 8.6% from 1Q 2025). Net income: JP¥5.52b (up 27% from 1Q 2025). Profit margin: 4.6% (up from 3.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공고 • Apr 28Skylark Holdings Co., Ltd. to Report Q1, 2026 Results on May 13, 2026Skylark Holdings Co., Ltd. announced that they will report Q1, 2026 results on May 13, 2026
Declared Dividend • Apr 11Final dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 12%.
공고 • Mar 26Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Irohanihoheto, K.K. from J-Star No. 3 Investment Limited Partnership, J-Star No.3 Jf, LP, J-Star No.3 Jc, LP, J-Star No.3 Gf, LP managed by J-STAR Co., Ltd. and others for ¥11 billion.Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Irohanihoheto, K.K. from J-Star No. 3 Investment Limited Partnership, J-Star No.3 Jf, LP, J-Star No.3 Jc, LP, J-Star No.3 Gf, LP managed by J-STAR Co., Ltd. and others for ¥11 billion on March 24, 2026. A cash consideration of ¥11.04 billion will be paid by Skylark Holdings Co., Ltd. For the period ending October 31, 2025, Irohanihoheto, K.K. reported total revenue of ¥6.45 billion, EBIT of ¥76 million and EBITDA of ¥366 million. As of October 31, 2025, Irohanihoheto, K.K. reported total assets of ¥4.93 billion and total common equity of ¥1.43 billion. The expected completion of the transaction is April 30, 2026.
Price Target Changed • Mar 18Price target increased by 7.8% to JP¥3,125Up from JP¥2,900, the current price target is an average from 4 analysts. New target price is 8.3% below last closing price of JP¥3,406. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥88.14 for next year compared to JP¥73.62 last year.
Reported Earnings • Feb 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥73.62 (up from JP¥61.38 in FY 2024). Revenue: JP¥457.8b (up 14% from FY 2024). Net income: JP¥16.7b (up 20% from FY 2024). Profit margin: 3.7% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
공고 • Feb 13+ 3 more updatesSkylark Holdings Co., Ltd., Annual General Meeting, Mar 27, 2026Skylark Holdings Co., Ltd., Annual General Meeting, Mar 27, 2026.
Price Target Changed • Jan 23Price target increased by 12% to JP¥2,900Up from JP¥2,593, the current price target is an average from 4 analysts. New target price is 12% below last closing price of JP¥3,308. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥76.71 for next year compared to JP¥61.38 last year.
분석 기사 • Jan 20Skylark Holdings (TSE:3197) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
공고 • Jan 15Skylark Holdings Co., Ltd. Announces Executive Changes, Effective March 27, 2026Skylark Holdings Co., Ltd. announced that Minoru Kanaya, who will retire as President and Chief Operating Officerand is expected to be appointed as an Advisor to the company.
분석 기사 • Jan 02We Think Skylark Holdings (TSE:3197) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Buy Or Sell Opportunity • Dec 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥3,505. The fair value is estimated to be JP¥2,900, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
공고 • Dec 03Skylark Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026Skylark Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026
Buy Or Sell Opportunity • Nov 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥3,597. The fair value is estimated to be JP¥2,969, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
분석 기사 • Nov 20Skylark Holdings' (TSE:3197) Earnings May Just Be The Starting PointSkylark Holdings Co., Ltd. ( TSE:3197 ) recently posted some strong earnings, and the market responded positively. We...
분석 기사 • Nov 16Skylark Holdings Co., Ltd. Just Beat EPS By 27%: Here's What Analysts Think Will Happen NextInvestors in Skylark Holdings Co., Ltd. ( TSE:3197 ) had a good week, as its shares rose 10.0% to close at JP¥3,225...
분석 기사 • Nov 15Skylark Holdings Co., Ltd.'s (TSE:3197) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
Reported Earnings • Nov 15Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥25.64 (up from JP¥18.29 in 3Q 2024). Revenue: JP¥118.7b (up 15% from 3Q 2024). Net income: JP¥5.83b (up 40% from 3Q 2024). Profit margin: 4.9% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
분석 기사 • Oct 28Estimating The Fair Value Of Skylark Holdings Co., Ltd. (TSE:3197)Key Insights Skylark Holdings' estimated fair value is JP¥2,868 based on 2 Stage Free Cash Flow to Equity Skylark...
분석 기사 • Sep 19These 4 Measures Indicate That Skylark Holdings (TSE:3197) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Declared Dividend • Sep 19First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th December 2025 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 9%.
Board Change • Sep 18High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Executive Director, CFO & MD of the Finance Division Yoshiaki Kita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Aug 22Skylark Holdings Co., Ltd. Announces Personnel Changes, Effective September 1, 2025Skylark Holdings Co., Ltd. announced the appointment of Koji Okui as the Executive Officer, Managing Director of the Supply Chain Purchasing Division, effective September 1, 2025. Koji Okui was previously the Deputy Managing Director of the Supply Chain Purchasing Division.
공고 • Jun 20+ 1 more updateSkylark Holdings Co., Ltd. Announces Organizational ChangeSkylark Holdings Co., Ltd. announced it is consolidating the Human Capital Management Division and the Administrative Division to establish a new Human Capital & General Affairs Division.
분석 기사 • Jun 10Skylark Holdings Co., Ltd.'s (TSE:3197) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 48.4x Skylark Holdings Co., Ltd. ( TSE:3197 ) may be sending very bearish...
Reported Earnings • May 20First quarter 2025 earnings released: EPS: JP¥19.17 (vs JP¥15.04 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.17 (up from JP¥15.04 in 1Q 2024). Revenue: JP¥111.7b (up 17% from 1Q 2024). Net income: JP¥4.36b (up 28% from 1Q 2024). Profit margin: 3.9% (up from 3.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
분석 기사 • May 11Is Skylark Holdings Co., Ltd. (TSE:3197) Worth JP¥3.0k Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Skylark Holdings fair value estimate is JP¥2,263 Current share...
Declared Dividend • Apr 11Final dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 27th June 2025 Payment date: 1st January 1970 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 31%. Cash payout ratio: 9%.
Reported Earnings • Apr 05Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥61.38 (up from JP¥21.02 in FY 2023). Revenue: JP¥401.1b (up 13% from FY 2023). Net income: JP¥14.0b (up 192% from FY 2023). Profit margin: 3.5% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 03Skylark Holdings (TSE:3197) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Board Change • Apr 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. MD of Marketing Division & Director Akira Hirano was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Mar 21Skylark Holdings Co., Ltd. Announces Executive Change, Effective April 1, 2025Skylark Holdings Co., Ltd. announced that the Company has decided to make the following organizational change and personnel changes, effective April 1, 2025. Details of the organizational change: Integrate the Corporate Planning Office into the Finance Division. Personnel changes effective April 1, 2025: Name: Minoru Kanaya, New Position: President and COO, and Current Position: President and COO, Managing Director of the Finance Division. Name: Yoshiaki Kita, New Position: Executive Director and Managing Director of the Finance Division. Name: Takuya Aizawa, New Position: Executive Officer and Deputy Managing Director of the Finance Division and Current Position: Executive Officer and Managing Director of the Corporate Planning Office.
분석 기사 • Mar 16Is Skylark Holdings (TSE:3197) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공고 • Mar 07+ 2 more updatesSkylark Holdings Co., Ltd. to Report Q2, 2025 Results on Aug 14, 2025Skylark Holdings Co., Ltd. announced that they will report Q2, 2025 results on Aug 14, 2025
분석 기사 • Feb 26Shareholders Will Be Pleased With The Quality of Skylark Holdings' (TSE:3197) EarningsThe subdued stock price reaction suggests that Skylark Holdings Co., Ltd.'s ( TSE:3197 ) strong earnings didn't offer...
Price Target Changed • Feb 19Price target increased by 9.0% to JP¥2,113Up from JP¥1,938, the current price target is an average from 4 analysts. New target price is 16% below last closing price of JP¥2,520. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥63.39 for next year compared to JP¥61.38 last year.
New Risk • Feb 15New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 15Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥61.38 (up from JP¥21.02 in FY 2023). Revenue: JP¥401.1b (up 13% from FY 2023). Net income: JP¥14.0b (up 192% from FY 2023). Profit margin: 3.5% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
공고 • Feb 13Skylark Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025Skylark Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025.
분석 기사 • Jan 30Calculating The Intrinsic Value Of Skylark Holdings Co., Ltd. (TSE:3197)Key Insights Using the 2 Stage Free Cash Flow to Equity, Skylark Holdings fair value estimate is JP¥2,933 Current share...
Buy Or Sell Opportunity • Jan 17Now 21% undervaluedOver the last 90 days, the stock has risen 2.4% to JP¥2,348. The fair value is estimated to be JP¥2,970, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
공고 • Jan 10Skylark Holdings Co., Ltd. (TSE:3197) completed the acquisition of Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD.Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. on December 12, 2024. The expected completion of the transaction is in January 2025. Skylark Holdings Co., Ltd. (TSE:3197) completed the acquisition of Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. on January 10, 2025.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 13 March 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.8%).
공고 • Dec 18Skylark Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Feb 13, 2025Skylark Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Feb 13, 2025
공고 • Dec 13Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD.Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. on December 12, 2024. The expected completion of the transaction is in January 2025.
분석 기사 • Dec 04With Skylark Holdings Co., Ltd. (TSE:3197) It Looks Like You'll Get What You Pay ForWith a price-to-earnings (or "P/E") ratio of 50.9x Skylark Holdings Co., Ltd. ( TSE:3197 ) may be sending very bearish...
분석 기사 • Nov 17Skylark Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsSkylark Holdings Co., Ltd. ( TSE:3197 ) shareholders are probably feeling a little disappointed, since its shares fell...
Reported Earnings • Nov 15Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥18.29 (up from JP¥17.51 in 3Q 2023). Revenue: JP¥103.2b (up 10% from 3Q 2023). Net income: JP¥4.16b (up 4.5% from 3Q 2023). Profit margin: 4.0% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
분석 기사 • Oct 29Here's Why Skylark Holdings (TSE:3197) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Oct 09Returns On Capital At Skylark Holdings (TSE:3197) Have Hit The BrakesTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
공고 • Aug 28Skylark Holdings Co., Ltd. to Report Q3, 2024 Results on Nov 13, 2024Skylark Holdings Co., Ltd. announced that they will report Q3, 2024 results on Nov 13, 2024
분석 기사 • Aug 27Shareholders Will Be Pleased With The Quality of Skylark Holdings' (TSE:3197) EarningsSkylark Holdings Co., Ltd. ( TSE:3197 ) recently posted some strong earnings, and the market responded positively. We...
New Risk • Aug 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 17Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥12.63 (up from JP¥5.31 in 2Q 2023). Revenue: JP¥95.9b (up 13% from 2Q 2023). Net income: JP¥2.87b (up 138% from 2Q 2023). Profit margin: 3.0% (up from 1.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.
Declared Dividend • Aug 16Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 27th December 2024 Payment date: 13th March 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 4%.
Major Estimate Revision • Aug 15Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥383.6b to JP¥389.5b. EPS estimate increased from JP¥44.83 to JP¥52.73 per share. Net income forecast to grow 39% next year vs 16% growth forecast for Hospitality industry in Japan. Consensus price target broadly unchanged at JP¥2,000. Share price rose 7.0% to JP¥2,129 over the past week.
공고 • Aug 14+ 1 more updateSkylark Holdings Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Skylark Holdings Co., Ltd. revised earnings guidance for the fiscal year ending December 31, 2024. For the year, the expects revenue of JPY 395,000 million, Operating Income: 24,000 million. Net income attributable to owners of the parent company: 13,000 million. Basic earnings per share: 57.14 per share compared to previous guidance of revenue of JPY 375,000 million, Operating Income: 15,000 million. Net income attributable to owners of the parent company: 7,500 million. Basic earnings per share: 32.97 per share a year ago. Reasons for the revision: During the six-month period ended June 30, 2024, revenue, business profit, operating profit, income before income taxes and net income trended above previous forecast levels mainly due to the following reasons: consumption in restaurants were still strong one-year after COVID-19 was classified as a Category V Infectious Disease in the Infectious Diseases Control Law on May 8 of the previous year; the impact of price-hikes implemented in the major brands in April exceeded the expectations; and per-store sales were increased by improving table turnover rate through allocating more store employees on weekends and public holidays. In light of this trend, the Company has revised the previously announced consolidated financial forecast for the fiscal year ending December 31, 2024 upwards.
분석 기사 • Jul 19Calculating The Intrinsic Value Of Skylark Holdings Co., Ltd. (TSE:3197)Key Insights Using the 2 Stage Free Cash Flow to Equity, Skylark Holdings fair value estimate is JP¥2,446 With JP¥2,067...
분석 기사 • Jun 25Skylark Holdings (TSE:3197) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
공고 • Jun 08Skylark Holdings Co., Ltd. to Report Q2, 2024 Results on Aug 14, 2024Skylark Holdings Co., Ltd. announced that they will report Q2, 2024 results on Aug 14, 2024
분석 기사 • Jun 08Does Skylark Holdings (TSE:3197) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 18First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥15.04 (up from JP¥2.91 loss in 1Q 2023). Revenue: JP¥95.6b (up 13% from 1Q 2023). Net income: JP¥3.42b (up JP¥4.08b from 1Q 2023). Profit margin: 3.6% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공고 • May 17Skylark Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024Skylark Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the year, the company expects revenue of JPY 375,000 million, operating profit of JPY 15,000 million, net income attributable to owners of the company of JPY 7,500 million and basic earnings per share of JPY 32.97.
분석 기사 • Apr 21Skylark Holdings Co., Ltd.'s (TSE:3197) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Skylark Holdings Co., Ltd.'s ( TSE:3197 ) price-to-sales (or "P/S") ratio of 1.4x right...
분석 기사 • Mar 15Skylark Holdings (TSE:3197) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
공고 • Feb 24Skylark Holdings Co., Ltd. to Report Q1, 2024 Results on May 15, 2024Skylark Holdings Co., Ltd. announced that they will report Q1, 2024 results on May 15, 2024
New Risk • Feb 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Large one-off items impacting financial results.
Buy Or Sell Opportunity • Feb 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to JP¥2,125. The fair value is estimated to be JP¥2,743, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
공고 • Feb 14+ 1 more updateSkylark Holdings Co., Ltd. Announces Dividend for the Year Ending December 31, 2023, Payable on March 13, 2024; Provides Dividend Guidance for the Fiscal Year Ending December 31, 2024Skylark Co., Ltd. announced that at the Board of Directors Meeting held on February 14, 2024, the Company reached a resolution on the payment of dividends of JPY 7.00 per share compared to the previous guidance of JPY 6.00 per share, with December 31, 2023 as the record date. Effective date is March 13, 2024.The company also provided dividend guidance of JPY 10.00 per share for the fiscal year ending December 31, 2024, against JPY 7.00 per share paid for the same time period a year ago.
공고 • Dec 05Skylark Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Skylark Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024
Reported Earnings • Nov 11Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥17.51 (up from JP¥8.07 loss in 3Q 2022). Revenue: JP¥93.8b (up 17% from 3Q 2022). Net income: JP¥3.98b (up JP¥5.82b from 3Q 2022). Profit margin: 4.2% (up from net loss in 3Q 2022). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 90%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Large one-off items impacting financial results.
공고 • Nov 11Skylark Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023Skylark Holdings Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expects to pay dividend of JPY 6.00 per share against JPY 0.00 per share paid a year ago.
Price Target Changed • Nov 01Price target increased by 18% to JP¥1,770Up from JP¥1,505, the current price target is an average from 4 analysts. New target price is 23% below last closing price of JP¥2,313. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥19.61 next year compared to a net loss per share of JP¥28.00 last year.
공고 • Aug 31Skylark Holdings Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Skylark Holdings Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023
Price Target Changed • Aug 17Price target increased by 11% to JP¥1,480Up from JP¥1,333, the current price target is an average from 4 analysts. New target price is 27% below last closing price of JP¥2,041. Stock is up 34% over the past year. The company is forecast to post earnings per share of JP¥18.03 next year compared to a net loss per share of JP¥28.00 last year.
Reported Earnings • Aug 11Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥5.32 (up from JP¥10.17 loss in 2Q 2022). Revenue: JP¥85.2b (up 14% from 2Q 2022). Net income: JP¥1.21b (up JP¥3.52b from 2Q 2022). Profit margin: 1.4% (up from net loss in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공고 • Aug 10+ 1 more updateSkylark Holdings Co., Ltd. Revises Dividend Guidance for the Year Ending December 31, 2023Skylark Holdings Co., Ltd. revised dividend guidance of JPY 6.00 per share for the year ending December 31, 2023 compared to JPY 3.00 per share previously announced guidance.
공고 • Jun 01Skylark Holdings Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Skylark Holdings Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023
공고 • May 17+ 1 more updateSkylark Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2023Skylark Holdings Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2023. For the year, the company expected revenue of JPY 355,000 million, Operating profit of JPY 6,000 million, Net income attributable to owners of the Company of JPY 1,000 million and Basic earnings per share of JPY 4.40.
Reported Earnings • May 16First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: JP¥2.90 loss per share (further deteriorated from JP¥2.05 loss in 1Q 2022). Revenue: JP¥84.6b (up 26% from 1Q 2022). Net loss: JP¥661.0m (loss widened 42% from 1Q 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공고 • Feb 15Skylark Holdings Co., Ltd. Provides Dividend Guidance for the Year Ending December 31, 2023Skylark Holdings Co., Ltd. provided dividend guidance for the year ending December 31, 2023. For the year, the company expects to pay a dividend of JPY 3.00 per share.
Reported Earnings • Feb 15Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: JP¥28.00 loss per share (down from JP¥40.77 profit in FY 2021). Revenue: JP¥303.7b (up 15% from FY 2021). Net loss: JP¥6.37b (down 173% from profit in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공고 • Feb 14Skylark Holdings Co., Ltd., Annual General Meeting, Mar 30, 2023Skylark Holdings Co., Ltd., Annual General Meeting, Mar 30, 2023.
Major Estimate Revision • Jan 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -JP¥12.95 to -JP¥22.62 per share. Revenue forecast of JP¥305.3b unchanged since last update. Hospitality industry in Japan expected to see average net income growth of 8.0% next year. Consensus price target of JP¥1,253 unchanged from last update. Share price was steady at JP¥1,511 over the past week.